top of page

Optimizing Operations With Strategic Automation

Tuesday, March 26, 2024


5:30 PM ET


8:00 PM ET

Program Description

Join us for an engaging conversation, "Optimizing Operations with Strategic Automation," where industry leaders, experts, and practitioners converge on how Low-Code automation can be strategically leveraged to optimize processes and support organizational scalability without the need to replace those tools core to your business. This event is tailored to professionals in banking, finance, risk management, information technology and related fields who are keen on being ahead of the game in relation to leveraging technology and related automation. Our speaker, Ryan Gilpin, from RSM, will discuss the technology landscape, case studies and products they have built with clients in the Financial Institutions space to demonstrate the value these tools can provide to transform how you do business. Don't Miss Out!

Who Should Attend:

- Banking and Financial Professionals including CFO's, Controllers, Accounting Managers
- Risk Managers
- Credit Analysts
- Compliance Officers
- Regulators and Policy Makers
- Information Technology Professionals


    Cocktails | 5:30pm ET
    Dinner | 6:15pm ET
    Program | 7:00pm ET


Ryan Gilpin

Manager, Intelligent Automation | RSM US LLP

Ryan Gilpin provides consultation services to a variety of public and private entities through comprehensive assessments of organizations and business processes, as well as the execution of recommended outcomes, including software selections, implementations, and general advisory. Ryan has broad experience servicing clients across a large breadth of RSM’s core industries, focusing on Financial Institutions, with a holistic process first, technology second approach to automation strategy.

In his current role, Ryan architects and delivers automation solutions for clients with the objective of driving efficiency and business value gain, minimizing non-value-added activities, increasing compliance, and improving employee morale. Ryan conducts comprehensive business process reviews to assess applicable focus areas for fit, value, and simplicity, and determine the best-fit solution to address our clients’ automation needs. Ryan is one of the identified leaders in the Intelligent Automation group, working with a variety of technologies such as Robotics Process Automation (RPA), Digital Process Automation (DPA), and Intelligent Document Processing (IDP).


City Streets Restaurant

411 Waverley Oaks Road




Thank You to Our Sponsor(s)


Credit Hours

Earn up to 1 Hour of CPE Credit

  • Level:


  • Prerequisites:


  • Advance Preparation:


  • Field of Study:

Information Technology - Technical

  • Instructional Method:

Group Live

  • Length:

60 minutes


For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web:

Refunds and Cancellations

A refund will be provided for cancellations received by FMS in writing prior to one (1) week before the program start date. No refunds will be given for cancellations received after that date. A substitution from your institution is welcome at any time. FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of the program. For more information regarding refunds, concerns and/or program cancellation policies, please contact our office at (312) 578-1300.


  • Member Price:

  • Non-Member Price:



bottom of page